Budget - Select multiple tracking options when creating budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting all the project category option of each department. Please let us know if this is possible.
Thank you
Biscoth Tshikuna
shared this idea
Hi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
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Simon Lee
commented
Again, similar idea but slightly different. To try to explain:
We are not using the 'project' capacity in Xero. To avoid confusion I'll refer to our projects as 'missions'.
Our tracking categories are "unrestricted" and "Restricted"
Tracking options are different funding streams, so in restricted this might be "Grant X" and "Grant Y"
We have a mission that is funded by Grant X and Grant Y and would like a budget for the whole mission. How do I achieve this? Sometimes missions are funded by numerous funds, including, if necessary, funds from Restricted and Unrestricted Categories.
Thanks!
Simon -
Bridgette Jones
commented
Budget summary by tracking categories. I would like a budget summary for multiple tracking categories please.